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The Margin

Artesys News & Insights

Featured Post

Everything You Need to Know About a Managed Account Provider

Holly

In most cases, American workers look forward to the feeling of freedom that comes with retirement. They can finally spend more time with family, travel the world, learn new hobbies, move to a new city, or simply take it easy after decades of hard work. It’s what the “American Dream”…

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fund manager for advisor

How Advisors Can Select the Right Fund Manager for Their Clients

Spencer Seggebruch

People often make decisions based on the information being presented to them, or whatever information they have easy access (while then, on top of that, overlaying their own behavioral biases). As it relates to fund manager selection, this information is, in most instances, insufficient for making an informed decision. As…

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Costco Retirement Plan

Costco is slashing prices on everything … except their retirement plan (lawsuit alleges)

Holly

Last month, a participant in the Costco 401k plan (which has roughly 170k+ participants and $15B Assets) filed a lawsuit against the company citing damages from ERISA violations. We read the almost 40-page class action complaint and wanted to break it down for our readers. The lawsuit alleges that Costco dropped…

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stock manager previewing market

Market Update: Going From a Steep Drop to a Speedy Recovery

Holly

They say hindsight is always 2020, but this year has been anything but clear. 2020 started off with all-time market highs, but in February stores closed their doors for the long quarantine. From mom-and-pop shops, hair salons, and restaurants to massive corporations, airliners, manufacturing plants, and retail stores. Few companies…

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